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WisdomTree US MidCap Dividend Fund
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Overview Fund Activity

423 hedge funds and large institutions have $2.08B invested in WisdomTree US MidCap Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 165 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-5
Holders Change %
-1.17%
% of All Funds
5.67%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
165
Reduced
152
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$54.4M
2
AUB
Atlantic Union Bankshares
Virginia
$19.6M
3
Bank of America
Bank of America
North Carolina
$243M
4
UBS Group
UBS Group
Switzerland
$89.6M
5
CAMV
Concord Asset Management (Virginia)
Virginia
$11.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$17.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.1M
3
IWP
Invenio Wealth Partners
Florida
$0
4
Ameriprise
Ameriprise
Minnesota
$68.9M
5
Two Sigma Investments
Two Sigma Investments
New York
$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
126
Farmers National Bank
Kentucky
$1.98M -$2.91K -58 -0.1%
MFG
127
Merit Financial Group
Georgia
$1.96M +$143K +2,861 +8%
AAS
128
Avantax Advisory Services
Texas
$1.96M +$276K +5,505 +16%
FMN
129
Financial Management Network
California
$1.94M +$253K +4,909 +15%
HAG
130
HF Advisory Group
Maryland
$1.93M -$63.5K -1,267 -3%
ATC
131
Argent Trust Co
Tennessee
$1.92M -$2.01K -40 -0.1%
YWS
132
Yarger Wealth Strategies
Ohio
$1.91M +$12.8K +255 +0.7%
CPIG
133
Chicago Partners Investment Group
Illinois
$1.9M -$145K -2,800 -7%
FLPIM
134
F.L. Putnam Investment Management
Massachusetts
$1.88M -$520K -10,383 -22%
P
135
&Partners
Tennessee
$1.84M +$112K +2,243 +6%
CF
136
Centaurus Financial
California
$1.82M +$233K +4,646 +15%
Northern Trust
137
Northern Trust
Illinois
$1.82M -$556K -11,090 -23%
FRA
138
FFG Retirement Advisors
Colorado
$1.73M +$167K +3,334 +11%
GVAG
139
Great Valley Advisor Group
Delaware
$1.7M -$289K -5,774 -15%
CAL
140
Capital Advisors Ltd
Ohio
$1.7M +$652 +13 +0%
HI
141
Harbour Investments
Wisconsin
$1.64M +$292K +5,828 +22%
SIA
142
Soltis Investment Advisors
Utah
$1.61M -$151K -3,008 -9%
FAP
143
Financial Advisory Partners
Florida
$1.56M +$142K +2,836 +10%
CIA
144
Concurrent Investment Advisors
Florida
$1.54M +$28.2K +562 +2%
WB
145
WesBanco Bank
West Virginia
$1.53M +$101K +2,019 +7%
Comerica Bank
146
Comerica Bank
Texas
$1.51M +$231K +4,604 +18%
Truist Financial
147
Truist Financial
North Carolina
$1.5M +$51.8K +1,034 +4%
RFA
148
Resurgent Financial Advisors
Georgia
$1.5M +$13.8K +276 +0.9%
OWM
149
Opes Wealth Management
California
$1.48M +$162K +3,240 +12%
SEP
150
Southland Equity Partners
Missouri
$1.46M -$902 -18 -0.1%
4 5
6
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